Private Client Services’s iShares US Technology ETF IYW Stock Holding History

Private Client Services’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-4,595	Closed	-$1.16M	–	247
2026 Q2	$1.16M	Sell	4,595 -177	-4%	-$40.7K	0.3%	70
2026 Q1	$866K	Buy	4,772 +23	+0.5%	+$4.45K	0.26%	70
2025 Q4	$948K	Buy	4,749 +173	+4%	+$34.6K	0.3%	66
2025 Q3	$896K	Buy	4,576 +369	+9%	+$67.5K	0.3%	69
2025 Q2	$729K	Buy	4,207 +438	+12%	+$66.4K	0.28%	81
2025 Q1	$529K	Buy	3,769 +426	+13%	+$66.4K	0.26%	82
2024 Q4	$533K	Buy	3,343 +320	+11%	+$50.6K	0.29%	78
2024 Q3	$458K	Buy	+3,023	New	+$445K	0.25%	85

Other funds holding IYW

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

KWM

Kingsman Wealth Management Pensacola, Florida $224M AUM 38.27% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Private Client Services's IYW Position: Q3 2026 in Review

Private Client Services sold out of iShares US Technology ETF (IYW) in Q3 2026, closing a stake of 4,595 shares — an estimated $1.16M sold.

Private Client Services first reported a position in IYW in Q3 2024 and held it in 8 quarters. The position peaked at $1.16M in Q2 2026. 92 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Private Client Services reported no remaining iShares US Technology ETF position as of Q3 2026 after selling out during the quarter.
Private Client Services sold 4,595 iShares US Technology ETF shares in Q3 2026, an estimated $1.16M.
Private Client Services first reported a position in iShares US Technology ETF in Q3 2024 and held it in 8 quarters.
Private Client Services's iShares US Technology ETF position peaked at $1.16M in Q2 2026.
92 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.